Investment services in and around Salinas
Review your financial goals and plans with State Farm
Contact Agent FernandoState Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
There's no better time than the present to start preparing for retirement.
Investment Services
If college expenses, a new home, or other big life changes are on the horizon, there are agents near you that are prepared who can help you invest for the future.
Education savings plans
There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.
Legacy planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by devloping goals. Goals should be reviewed and updated along the way. State Farm is here to help you achieve your goals both while you are alive and after your death.
Annuities
The type of annuity that you choose depends on a few factors like your goals, your stage of life, when you want your income payout to begin, and more. For assistance examining specific options, registered agent Fernando Lopez is happy to help.
Business retirement plans
As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are if there are annual operation costs or administration fees, how many people you employ, and whether employees and/or employers are able to contribute. For further assistance understanding your options, your local State Farm agent Fernando Lopez is happy to help.
Let us help you with your monetary objectives
Location
1532 Constitution BlvdSalinas, CA 93905-3803
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Contact Agent FernandoInsurance and Financial products offered
Simple Insights®
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
Organize paying bills
You can help prevent misplaced bills, late payments and general stress with these organized paying bills habits.
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.
What is a group health insurance plan?
Employer provided group insurance health plans offer lower cost insurance for employees since the employer pays a portion of the premium.